+8.9%
HPQ vs WMB
+195.1%
-186.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.2% |
| 7D | +0.5% | -6.9% | +7.4% | +2.1% |
| 30D | -5.9% | -7.2% | +1.3% | -4.6% |
| 3M | -3.7% | -5.4% | +1.7% | -3.0% |
| 6M | +28.1% | -4.9% | +32.9% | +27.9% |
| YTD | +32.5% | +14.7% | +17.8% | +22.8% |
| 1Y | +18.1% | +14.7% | +3.4% | +9.4% |
| 3Y | +16.4% | +116.4% | -99.9% | -22.8% |
| 5Y | +8.9% | +198.5% | -189.7% | -38.1% |
| All | +8.9% | +195.1% | -186.2% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling